There are two Business Development Manager positions available, one in Pretoria and the other in Cape Town.
Your qualification as a CA or a Marketing degree, CFP and RE 1 and RE 5 (Advantageous) as well as Minimum of 5 years experience in the financial services industry, experience as financial advisor and Minimum 5 years experience in the sales / marketing / business development environment will enable you to do the following duties:
People:
Build meaningful relationships with wealth advisors to ensure practice growth, suggest and implement plans for such;Source and build pipeline of advisors/books to buy;Actively share information with other team members regarding successes, issues, trends, and ideas;Develop strong relationships with key decision makers on Product Provider level to ensure operational efficiency;Discuss appropriate product characteristics, organise appropriate training, service and support structures;Building relationships with key distribution partners and those in target market;Manage and co-ordinate business development initiatives;Co-ordinate adequate and timeously reporting and feedback;Recruit Value Add Financial Advisors within the designated criteria.Legal:
Assist in the arrangement of legal agreements between business partners and integrating contract requirements with internal business operations;Ensure high level due diligence on Product Providers Processes.Administrative:
Monitor and report on sales, operations, and profitability;Liaise with financial advisers and address any sales / product issues - explain product details and concepts where applicable;Give feedback regarding information pertaining to the performance of outputs;Implement management decisions, ensure roll out and that decisions are actioned;Ensure timeously reporting to advisors on their business growth;Ensure that advisors adhere to system usages and processes within Company.Technology:
Apply systems and processes to obtain, coordinate and apply product specific information CRM and CIS.Growth:
Drive Growth Strategy as set out in VCP.Marketing:
Facilitate in the development of marketing and communication materials and monitor correct application (i.e.
all communication, newsletters, brochures);Assist advisers with marketing activities, discuss possible advantages and create/provide target market initiativesSales:
Ensure Revenue, AUA and GWP growth through advisor business and any other advisor related initiative.